See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,172 | $209,411-52.6% | $178,490-44.4% | $158,922-37.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 6.48% | 188.75%-182.3pp | 151.07%-144.6pp | 302.83%-296.3pp |
| Employer contribution / active EE | $5,451 | $5,706-4.5% | $5,011+8.8% | $4,761+14.5% |
| Participant deferral / active EE | $4,328 | $5,954-27.3% | $5,202-16.8% | $5,982-27.7% |
| Admin fee / account holder | $13,572 | $17,074-20.5% | $13,984-2.9% | $11,246+20.7% |